Capture phone numbers on shared Loom videos (qualify faster with clean tracking)

Sharing a Loom is great for speed, but you still need contactable viewers and clear signal. With Send, you can require a phone number before playback, guide people to answers with AI, and see exactly who watched, from where, and what they asked—so you can follow up with precision and shorten the cycle.

When this is useful

Use this workflow when you need a contact path and real engagement context from Loom.

You share demo or explainer Looms and want names, emails, and phone numbers before anyone can watch
You want viewers to get instant answers inside the page via AI, without sending extra docs
You care about visibility: who viewed, where they are, device type, time watched, and their questions to AI
You want one trackable link you can keep updating without version chaos

Step‑by‑step

Follow these three core steps to go from a Loom link to a trackable, phone‑gated Send page with guided answers.

1. Add your Loom to Send

Install the Send Chrome extension from send.co. On your Loom page, click the blue “Add to Send” button. A Send tab opens with the video loaded.
Alternatively, open the Send app, click New Document, and paste your Loom URL. You’ll get the same result: a single Send link that shows your Loom video plus AI chat.
Tip: In your share note, tell recipients there’s AI chat on the page so they can ask questions anytime.

2. Require phone before playback

Open Link Settings on your Send document and turn on the viewer gate. Set the gate to require name, email, and phone. If you prefer, enable “hide content until completed” so viewers must submit details before the video appears.
When you already know the recipient, you can use a personalized link with a custom slug instead of a gate. For unknown viewers or broad shares, the gate ensures you capture clean contact information.
Controls you can set here: disable printing and downloading for sensitive content, and keep the “Replace file” option in mind for later updates while preserving the same URL.

3. Steer attention with Suggested Questions and AI Chat

Add Suggested Questions like “What does this cost?”, “What’s included?”, and “What’s the implementation timeline?” These appear at the bottom of the page and guide viewers to decisive answers fast.
AI Chat reads the content and answers questions instantly. You can extend what the AI knows with an AI Profile—teach it links to case studies, your calendar booking URL, or product pages, so it can surface those when asked.
The result: fewer back‑and‑forth emails, less hunting in docs, and more qualified, self‑serve clarity before your next call.

Why this is faster with Send

Adding a Loom to Send turns a passive video into an interactive, guided experience with analytics that prepare you for the next conversation.

AI Chat answers on the spot, so viewers don’t stall on basic questions
Suggested Questions focus attention on pricing, scope, and next steps
Analytics show viewer identity, location, device, time watched, and AI questions, so you see what mattered most
One URL forever: replace files under the same link and keep momentum without resending
Workflows: trigger alerts or CRM updates the instant a viewer opens your link

Troubleshooting & tips

Small configuration choices have a big impact on completion rates and signal quality. Use these checks when something feels off.

View won’t play? Confirm the gate is configured and, if “hide until complete” is on, that you’ve required the right fields
Low gate completion? Use a short intro note that explains why you’re requesting phone and that there’s AI on the page for instant answers
Known contacts? Use personalized links with a custom slug to attribute views without adding friction
Sensitive material? Disable download and print to keep control while still enabling AI‑assisted viewing
Need to update the video? Use Replace file to keep the same Send link active everywhere you shared it

Integrations & automation (webhooks)

You can pipe Send activity into the tools your team already uses, so the right follow‑ups happen automatically.

Turn on webhooks for “document open” or “any link open” and send events to Clay, Zapier, or Make
Create or update contacts when a gate is completed, log the view, and notify the owner in Slack or email
Use AI question logs as triggers for tailored outreach—for example, if someone asks about pricing or implementation, kick off a relevant sequence

Privacy & controls

Send gives you straightforward controls to balance access with insight.

Require name, email, and phone before viewing, with optional hidden‑until‑complete
Disable printing and downloading when needed
Replace files under the same link to avoid version drift
Use personalized links for known recipients to reduce friction while keeping attribution

What “good” looks like (QA checklist)

Before you share, run this quick checklist to maximize conversions and signal.

Gate includes phone, along with name and email
Suggested Questions cover pricing, implementation timeline, and next steps
Download/print disabled for anything you wouldn’t want forwarded freely
Share note mentions AI chat and what to ask
Webhooks enabled to capture views and gate submissions in your CRM
Replace file tested once, so you know you can update without breaking the link

FAQ

Can I require a phone number on the gate?

Yes. In Link Settings, set the viewer gate to require name, email, and phone. You can also hide the content until the gate is completed.

What analytics will I see for a Loom video in Send?

You’ll see the viewer’s provided details, location, device, total time viewed, and the questions they asked the AI. For PDFs, you also get page‑level time charts.

How do Suggested Questions work?

You define up‑front prompts like pricing or timeline. They sit at the bottom of the page. When clicked, AI answers immediately based on the content and any AI Profile you’ve attached.

Can I update the video without changing the link?

Yes. Use Replace file to swap in a new version while keeping the same Send URL everywhere you’ve shared it.

Can I push Send events into my CRM?

Yes. Use webhooks for document opens and link opens, and route them through Clay, Zapier, or Make to create or update contacts, log activity, and send alerts.

Ready to capture phone numbers on your Loom videos and follow up faster? Try Send.co today.